The upgraded version of eWealthManager has features that makes content and tools easier to be located and used, and is organized to align better with the way advisors work.
Go deeper with GlobalData
The new features and functionalities of the eWealthManager would enable efficient and effective working of advisors with their clients.
The upgraded eWealthManager provides advisors with services such as seeing their entire practice at a glance, viewing investment summaries by asset allocation approaches, comparing investment characteristics of portfolio strategies etc.
"The goal of the new eWealthManager is to help advisors maximize their time, so they can concentrate on their interactions with clients," said GFWM President and CEO Gurinder Ahluwalia.
Ahluwalia also opined that the site would supports GFWM’s mission of helping advisors build better businesses with a new and extensive Practice Management section that provides a hub through which to track key information about their practices.
How well do you really know your competitors?
Access the most comprehensive Company Profiles on the market, powered by GlobalData. Save hours of research. Gain competitive edge.
Thank you!
Your download email will arrive shortly
Not ready to buy yet? Download a free sample
We are confident about the unique quality of our Company Profiles. However, we want you to make the most beneficial decision for your business, so we offer a free sample that you can download by submitting the below form
By GlobalData
